Editing the Mobile Nanosite

The Mobile Nanosite is where supplemental appointment information sent to patients will appear. When a patient receives their appointment reminder, an additional web link will be available to redirect to the additional appointment information. 

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This information includes but is not limited to appointment length, the provider name, and appointment notes, all useful options to have when sending relevant information for the patient's visit.

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The Mobile Nanosite menu can actually be found within the Reminders section of YAPI and is easy to configure! The following article will show how to edit the Mobile Nanosite for patient appointment reminders.

How to Access the Mobile Nanosite

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  1. To find the Mobile Nanosite within YAPI, open the YAPI Dashboard.

  2. Click the Setup and Manage icon 2019-09-03_11-44-13.png at the top of the YAPI Dashboard and click the Global Setup option from the dropdown.

  3. When prompted for a password, the password by default should be set as "password" all lower case. 

  4. Within the Global Setup window, click on the Reminders tab.

  5. At the bottom of the window under the pink More Options section, click on the Edit button.

  6. A new Options window will appear, and the Mobile Nanosite can be adjusted on the top-right corner.

Editing the Mobile Nanosite

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Show Appointment Length - This setting will enable whether the amount of scheduled time set by the Practice Management Software will appear for the appointment. This setting will be enabled by default.

Show Appointment Provider - This setting will enable whether the name of the provider assigned to the appointment will appear in the Mobile Nanosite. The provider information is taken directly from the Practice Management Software. 

Use the Provider's Friendly Name - If the Show Appointment Provider option is enabled while this option is active, the Provider full name will be replaced with the saved Preferred name.  

Show Appointment Note - This setting will enable having notes saved within the appointment to be visible to the patient. For example: Construction on Street A please park on Street B.

Editing Appointment Notes

The following options will have an Edit button available that will open windows that can introduce preset notes. When the Edit button is clicked, a drop-down will appear giving the option for an English and Spanish option. This will be preselected for the patient whether they are set as an English or Spanish patient.

Appointment Cancellation Policy - This area is used to let the patient know that a cancellation policy is set. For example, clarifying a $50 dollar cancellation fee will be applied to a patient 

Extra Section - This area is designed for more miscellaneous information relevant to the office, such as the potential parking, additional policies, or instructions for unique processes the office employs. 

Appointment Scheduling Section - This area is intended to state information for appointment scheduling. Some things to consider would be how appointments can be scheduled in the future or prerequisites before coming to the office.

Patient Balance Section

Patient Balance Section - This will reveal whether the Patient's balance will be revealed to the patient, with the option of having it only visible whether the practice 

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